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The latest Bank of America (BofA) Merrill Lynch Fund Manager Survey found that risk appetite among investors is tip-toeing upward.

As part of a planned leadership succession, the Principal Financial Group announced that John Aschenbrenner, president – insurance and financial services, will retire at the end...

Specific environmental, social, and corporate governance (ESG) factors can have a positive impact on portfolio returns, according to a new Mercer report.

MG Advisory Services, LLC, a provider of products and services to financial advisers, broker/dealers, and TPAs, has expanded its RetireTool(k)it product to include plan proposals explaining the open-architecture...

Callan Associates has launched a set of target-date fund analytics for individual funds as well as fund families.

CPI Qualified Plan Consultants, Inc., said that Ken Boivin will serve as retirement plan consultant in the firm’s newly created Grafton, Wisconsin, office.

The Financial Industry Regulatory Authority (FINRA) will make records of final regulatory actions against brokers permanently available to the public through the BrokerCheck service.

Charles Schwab has expanded content on its educational Web site for consumers.

The good news is that the economy will see growth in 2010—but it will be modest, said Paul Zemsky, head of asset allocation and multi-manager investments at ING...

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) announced Monday that it is giving itself until May 17, 2010, to develop a new version of its...

iShares has announced the start of trading of the iShares Diversified Alternatives Trust.

MetLife and Fidelity Investments have introduced a new deferred variable annuity product designed for individuals who are either retired or transitioning to retirement.

A survey by Morningstar, Inc., and Barron's magazine found that despite questionable performance during the market downturn and hedge fund scandals, institutional investors and advisers still view alternative...

ING’s U.S. Retirement Services has recently formed a new Business Development Team dedicated to serving employer-sponsored higher education retirement plans across the country, and identifying new growth opportunities...

Regular employer-sponsored retirement seminars motivate more employees to participate in and contribute to company 401(k) plans, according to a study published in Economic Inquiry.

Scott Herchenbach has been promoted to senior vice president, Retirement Plans Division, Mutual of Omaha announced.

The Bank of America Merrill Lynch equity compensation business has enhanced its services to assist companies in managing such benefits as performance stock, restricted stock, and stock option...

In a Webinar today, Mellody Hobson, president of Ariel Investments, said 401(k) plan sponsors should pay attention to the savings differences among minorities.

Focus Financial Partners, LLC (Focus), a network of independent wealth management firms, added Joel Isaacson & Co., Inc., to its partner firms.

About a week ago, Caterpillar agreed to a $16.5 million settlement of one of those allegedly excessive fee/revenue-sharing lawsuits.